Noesis Capital Mangement’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Noesis Capital Mangement’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$331K	Sell	1,092 -25	-2%	-$7.17K	0.04%	99
2026 Q1	$293K	Sell	1,117 -9	-0.8%	-$2.44K	0.04%	93
2025 Q4	$290K	Buy	1,126 +81	+8%	+$20.8K	0.04%	99
2025 Q3	$266K	Sell	1,045 -425	-29%	-$105K	0.04%	101
2025 Q2	$348K	Sell	1,470 -241	-14%	-$53.8K	0.06%	86
2025 Q1	$379K	Sell	1,711 -92	-5%	-$22K	0.08%	83
2024 Q4	$433K	Hold	1,803	–	–	0.08%	75
2024 Q3	$428K	Buy	+1,803	New	+$410K	0.08%	76

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Noesis Capital Mangement's VB Position: Q2 2026 in Review

Noesis Capital Mangement reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.2% in Q2 2026, selling an estimated $7.17K and leaving 1,092 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #99.

Noesis Capital Mangement first reported a position in VB in Q3 2024 and has held it in 8 quarters since. The position peaked at $433K in Q4 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Noesis Capital Mangement held 1,092 shares of Vanguard Morningstar Small-Cap ETF worth $331K as of Q2 2026.
Noesis Capital Mangement sold 25 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $7.17K.
Vanguard Morningstar Small-Cap ETF made up 0.04% of Noesis Capital Mangement's portfolio in Q2 2026, its #99 holding.
Noesis Capital Mangement first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Noesis Capital Mangement's Vanguard Morningstar Small-Cap ETF position peaked at $433K in Q4 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Noesis Capital Mangement's 13F filing for Q2 2026, filed 4 Aug 2026.